WCM

Weld Capital Management Portfolio holdings

AUM $98.8M
1-Year Est. Return 52.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$1.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$3.45M
3
+$3.45M
4
CRWD icon
CrowdStrike
CRWD
+$3.43M
5
EVRG icon
Evergy
EVRG
+$3.18M

Top Sells

1
+$3.37M
2
+$2.97M
3
+$2.81M
4
MA icon
Mastercard
MA
+$2.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

1 Technology 17.92%
2 Financials 14.79%
3 Consumer Discretionary 14.76%
4 Industrials 10.53%
5 Real Estate 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-40,840
1102
– –
-9,792
1103
– –
-16,809
1104
– –
-15,857
1105
– –
-9,191
1106
– –
-11,679
1107
– –
-6,380
1108
– –
-4,629
1109
– –
-25,465
1110
– –
-10,974
1111
– –
-12,292
1112
– –
-1,062
1113
– –
-94,685
1114
– –
-28,864
1115
– –
-7,495
1116
– –
-40,407
1117
– –
-14
1118
– –
-9,751
1119
– –
-5,203
1120
– –
-4,974
1121
– –
-11,540
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